Financial Planning
Software Solutions
Comprehensive financial planning software
From simple goals-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals with the ability to best serve any client who walks through their door.
Lead generation & goal discovery
Cash flow analysis
Recommendation & presentation
Implementation & monitoring
Explore NaviPlan Features
- Account aggregation
- Advanced tax planning
- Asset allocation & risk tolerance
- Business planning
- Cash flow planning
- Client portal
- Collaborative financial planning
- Compliance workflow
- Custom client reports
- Equity compensation
- Estate planning
- Financial fact finder
- Goals based planning
- Guided Retirement
- Insurance planning
- Monte Carlo analysis
- Retirement income modeling
- Scenario analysis
- Advanced tax planning
- Asset allocation & risk tolerance
- Business planning
- Cash flow planning
- Client portal
- Collaborative planning
- Compliance workflow
- Custom client reports
- Digital fact finder
- Goals based planning
- Guided Retirement
- Insurance planning
- Monte Carlo analysis
- Retirement income modeling
- Scenario manager
Deliver a seamless digital experience
The interactive NaviPlan client portal gives clients unhindered access to their financial plans and expedites the onboarding process through its eFact Finder. Deliver a seamless digital experience while maximizing value in face-to-face meetings.
Account aggregation
Collaborative fact finder
Recommendation & presentation
NaviPlan Guided Retirement
The NaviPlan Guided Retirement tool is a new assessment in NaviPlan that helps advisors provide visually interesting financial needs analysis after entering only one data point – income.
Demonstrate the value of recommendations
The NaviPlan Presentation Module helps advisors collaboratively deliver financial advice and quickly demonstrate the value of their recommendations to their clients. Presentation Module also helps firms ensure a compliant planning process.
The road to retirement
Planning to protect
Cash flow planning
Client goal identification
Create custom reports
The NaviPlan Client Report Editor allows advisors to create custom reports by choosing from hundreds of NaviPlan report components including charts, graphs, and more. With messaging that can be edited to meet a firm’s unique brand and more meaningful report packages, advisors are able to tailor their advice to a client’s specific needs.
Elite training and support
Leverage interactive hands-on training and ongoing support to fully integrate our planning application into your business.
You are focused on your clients and your financial plans, not the latest technology. That is where our support staff comes in. We will get you trained to use our financial planning software in the way that best fits your business, but support does not stop with training. We will be there to answer questions and teach you best practices for continued success. Here at NaviPlan, we are committed to your success from implementation and beyond.
We offer custom product configuration based on your practice and professional guidance through videos, reference guides, and functional documents to further engage with the newest product features.
Integrations
Streamline workflows and increase productivity through our integrations and partnerships with other industry leaders.
Integrations with leading technology providers transfer your client data securely, in real time – saving you time and reducing the margin for error. Our integration with MX allows clients to import their accounts and loans from thousands of institutions. Additionally, our strategic partnerships with associations like the FPA and Garrett Planning Network provide discounts to group members.
Data security and compliance
Your client data is your most important asset — accept nothing less than the best protection for it.
NaviPlan is compliant with the internationally recognized standard of excellence for information security, the ISO/IEC 27001 Code of Practice for Information Security Management Systems (ISMS), which independently verifies that NaviPlan has successfully implemented an ISMS that protects the confidentiality, integrity, and availability of your data.